AssetMark Inc’s Aspen Technology Inc AZPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29
| Closed | -$7.24K | – | 2791 |
|
|
2024
Q4 | $7.24K | Buy |
29
+11
| +61% | +$2.75K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $4.3K | Sell |
18
-9
| -33% | -$2.15K | ﹤0.01% | 1754 |
|
|
2024
Q2 | $5.36K | Sell |
27
-9
| -25% | -$1.79K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $7.68K | Sell |
36
-2,201
| -98% | -$469K | ﹤0.01% | 1415 |
|
|
2023
Q4 | $492K | Buy |
2,237
+204
| +10% | +$44.9K | ﹤0.01% | 792 |
|
|
2023
Q3 | $415K | Buy |
2,033
+266
| +15% | +$54.3K | ﹤0.01% | 787 |
|
|
2023
Q2 | $296K | Buy |
1,767
+73
| +4% | +$12.2K | ﹤0.01% | 790 |
|
|
2023
Q1 | $388K | Sell |
1,694
-79
| -4% | -$18.1K | ﹤0.01% | 746 |
|
|
2022
Q4 | $364K | Buy |
1,773
+164
| +10% | +$33.7K | ﹤0.01% | 743 |
|
|
2022
Q3 | $383K | Buy |
+1,609
| New | +$383K | ﹤0.01% | 693 |
|